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RUANE, CUNNIFF & GOLDFARB L.P.

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NEW YORK NY Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Ruane, Cunniff & Goldfarb's Sequoia fund is managed by Richard Goldfarb.Whalewisdom has at least 111 13F filings, and 142 13G filings Their last reported 13F filing for Q4 2023 included $6,257,108,855 in managed 13F securities and a top 10 holdings concentration of 77.39%. Ruane, Cunniff & Goldfarb's largest holding is Intercontinental Exchange Inc with shares held of 5,603,791.

2023-12-31

Top Buys (13F)

Name % Change
SPGI S&P Global Inc. (McG 0%

2023-12-31

Top Sells (13F)

Name % Change
KMX CarMax Inc. 1.47%
META Meta Platforms Inc 0.93%
LBRDK Liberty Broadband Co 0.83%
J Jacobs Solutions Inc 0.69%
FWONK Formula One Group 0.34%

2023-12-31

13F Holdings Summary

Name $ Change
ICE Intercontinental Exc 11.5%
SCHW Charles Schwab Corp 9.31%
UNH UnitedHealth Group I 9%
ELV Elevance Health Inc 8.45%
FWONK Formula One Group 6.78%

2023-12-31

13F Activity

Market Value $6.26b, Prior: $6.02b
New Purchases 1 stocks
Added To 0 stocks
Sold out of 4 stocks
Reduced holdings in 27 stocks
Top 10 Holdings % 77.39%
Turnover %[1] 15.15%
Turnover Alt %[2] 0%
Time Held Top 20 22.9 quarters
Time Held Top 10 7.5 quarters
Time Held All 25.24 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance